A detailed history of Capital Directions Investment Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 877 shares of SO stock, worth $72,931. This represents 0.02% of its overall portfolio holdings.

Number of Shares
877
Previous 0 Infinity%
Holding current value
$72,931
Previous $17,000 264.71%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$63.44 - $72.26 $55,636 - $63,372
877 New
877 $62,000
Q3 2022

Nov 02, 2022

SELL
$68.0 - $80.16 $17,476 - $20,601
-257 Closed
0 $17,000
Q1 2022

May 16, 2022

BUY
$62.84 - $72.51 $16,149 - $18,635
257 New
257 $19,000
Q3 2021

Nov 08, 2021

SELL
$61.34 - $67.32 $6,134 - $6,731
-100 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$60.46 - $66.42 $6,046 - $6,642
100 New
100 $6,000
Q1 2020

May 11, 2020

SELL
$43.23 - $70.85 $128,911 - $211,274
-2,982 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$60.33 - $63.86 $59,244 - $62,710
982 Added 49.1%
2,982 $190,000
Q3 2019

Nov 14, 2019

BUY
$54.84 - $61.98 $109,680 - $123,960
2,000 New
2,000 $124,000
Q3 2018

Nov 14, 2018

SELL
$42.66 - $49.08 $38,820 - $44,662
-910 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$42.73 - $46.6 $38,884 - $42,406
910 New
910 $42,000

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $90.5B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
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